See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,483 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $46,946 |
SEAY & WEISSINGER, LLC1 year Filed as: SEAY & WEISSINGER Service code 10 · EIN 61-1663588 | Accounting | $13,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,770 | $48,592-75.8% | $185,823-93.7% | $90,288-87.0% |
| Participation rate | 89.5% | 66.2%+23.3pp | 78.0%+11.5pp | 73.4%+16.1pp |
| Annual return | 21.32% | 68.51%-47.2pp | 35.95%-14.6pp | 53.97%-32.6pp |
| Employer contribution / active EE | $196 | $1,389-85.9% | $4,087-95.2% | $2,524-92.2% |
| Participant deferral / active EE | $2,826 | $3,463-18.4% | $5,632-49.8% | $4,232-33.2% |
| Admin fee / account holder | $59 | $77-24.4% | $9,500-99.4% | $114-48.6% |